Monograph

By audience

Accounting & Finance

• Generates client invoices from logged time and expenses and syncs them to QuickBooks Online
• Collects payments online via Stripe and auto-reconciles paid status back to QBO
• Tracks project costs, consultant bills, and reimbursable expenses for project accounting
• Produces profitability and accounts-receivable reporting for firm finances

Architecture

• Runs the whole firm's projects — phases, fees, staffing, and time — in one A&E-native system instead of spreadsheets
• Tracks budget burn by phase (SD/DD/CD/CA) against contracted fee in real time to catch overruns early
• Timesheets capture billable/non-billable hours that feed straight into draft invoices
• Manages the new-business pipeline and generates fee proposals for architecture commissions

Business Development

• Manages the lead/opportunity pipeline and forecasts likely new work
• Builds and sends proposals with fee structures tied to project phases
• Converts won opportunities directly into live projects and budgets
• Turns inbound emails into CRM leads via the Google Workspace / Microsoft 365 integration

Executive Leadership

• Real-time dashboards on project profitability, staff utilization, and firm-wide financial health
• Forecasts revenue and staffing needs to plan hiring and workload months ahead
• Shows which projects and clients are actually profitable to guide firm strategy
• Replaces legacy ERP/spreadsheet reporting with a single design-centric source of truth

Project Manager

• Builds phase-based budgets, assigns staff, and sets milestones on a visual timeline
• Monitors hours-spent vs hours-planned per phase to keep projects on schedule and on budget
• Coordinates consultant deliverables and timelines alongside internal work
• Reviews and issues invoices as phases complete

By phase

Concept & Planning

• Tracks leads and opportunities in the pipeline and forecasts the firm's future workload
• Drafts proposals and phase-based fee structures for prospective A&E projects
• Stands up project budgets, phases, and staffing plans once a project is won

Design

• Logs time against design phases (SD/DD/CD) and watches budget burn vs fee in real time
• Balances staff workloads and reassigns planned hours as design work shifts
• Coordinates consultant timelines and deliverables during design development

Construction

• Tracks time and fees through the construction-administration (CA) phase
• Issues progress invoices as CA milestones are met and collects payment via Stripe
• Monitors remaining fee and profitability through project closeout